Associate activities with records

Scope and example

This workflow applies to CRM records. The screenshots use Contacts as the example; the available fields, tabs, and actions may vary by object.

Opening a contact’s record shows one tab per activity type: Notes, Tasks, Calls, Meetings, and Emails. Any activity you log from one of those tabs is automatically associated with that contact — there’s no extra step to “link” the record you just created.

The Activity tab brings all of those associations together into a single chronological feed, along with stage changes on related deals. Here’s what a contact with logged activity looks like: each entry carries its own badge — Call, Task, Note — and is associated with this contact with no extra step.

An activity belongs to a single contact

Every activity stores the contact whose record it was logged from, and that link is what files it in the system. If the same matter concerns two people, log the activity on each of their records.

The relationship with the company and with the deal comes through that same route: the activity belongs to the contact, and the contact is the one related to their company and their deals — see Associate records.

Moving an activity to another contact

Calls can be moved between contacts. Open the call from the Calls module — not from the contact’s record — and edit its Contact field: on save, the call moves to the record of whoever you pick.

The other activity types keep their contact

Notes, tasks, meetings, and emails store the contact they were logged with, and their form has no field to change it. If you need the same trace on another record, log it there.